about us
Townsend Financial provides wealth management and tax strategy for business owners and high net worth individuals. We believe in a trustworthy, comprehensive approach that maximizes your wealth.
Our mission is “helping good people get wealthier,” creating a domino effect of good spanning the globe. We believe that money is powerful. It can do a lot of good when put into the right hands.
Meet the team
Heather Townsend, CFP®, CPA, CEPA, & RLP®
Heather Townsend is the founder of Townsend Financial and the co-host behind the Playbook of the Wealthy podcast.
Her passion for investing started young. At 19, when she got her first internship paycheck, she told her parents they weren’t getting any of it - she was opening a Roth IRA. How could they say no? She went on to work at top CPA firms where she saw major tax-planning opportunities routinely missed due to poor coordination between client’s financial advisors and CPAs. She wanted better for the client.
She stayed invested through the global financial crisis, and before long she was helping friends and family do the same. What began as “fun” financial planning and a clear gap in client communication quickly became a calling.
Before founding Townsend Financial she worked in the San Francisco and New York offices at Ernst & Young, advising high net-worth individuals and Fortune 500 companies in taxes. In London, she served as Financial Director for a top-end property development firm, counseling owners on the best ways to use profits.
When not delivering financial strategies to her clients you will find Heather spending time with her husband, twin girls that keep them very busy, and a furry Bernese mountain dog Peanut in sunny Scottsdale, AZ. She works with most of her clients virtually, so her client roster spans all across the country. She loves yoga, travel, and is ridiculously passionate about cars. Especially fast ones.
She wants to empower you to live your fulfilled “best life” now and in the future.
Cassie Cornwell, Senior Client Service Specialist
Cassie Cornwell has over 15 years of experience in the financial industry.
She previously served as the Lead Client Service Specialist at a large regional investment firm in the Pacific Northwest, where she trained and mentored client service teams and helped set firm wide service standards. She brings a strong understanding of client needs and is committed to delivering a smooth, friendly, and dependable experience. Her work focuses on building strong relationships, handling client requests with care, and keeping day-to-day operations running cleanly and accurately.
She is always looking for ways to make the client experience easier and more meaningful. Cassie earned her Bachelor’s degree in Business Administration from Eastern Oregon University. Outside of work, she enjoys camping with her husband, Jason, spending time outdoors with their dogs, Dax and Zoey, and baking for friends and family.
Townsend Financial is a Member of:
